Overview
- Shares rose 18.3% in December, according to S&P Global Market Intelligence.
- Fiscal Q3 revenue grew 15.9% and adjusted EPS rose 45.4% to $0.16, both above expectations.
- Annualized recurring revenue reached $1.78 billion with 107% dollar-based net retention, as customer counts and $1 million–plus accounts increased.
- Management guided the current quarter to $462–$467 million in revenue and $140 million in adjusted operating income, implying strong sequential growth.
- Reporting ties customer traction to the platform’s use of large language models, while S&P MidCap 400 inclusion and a roughly 5x-sales starting valuation supported the rally.